Jeffrey N. Mehler, Cfp LLC

Jeffrey N. Mehler, Cfp LLC (CRD# 126681) is a financial advisory firm headquartered in Essex, CT. They manage $323,206,611 in 1,334 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
147 Westbrook Road, Essex, CT 06426
http://www.jnmehler.com
By the Numbers
  • Total Assets Under Management
    323
    MILLION
  • Total Number of Accounts
    1,334
    ACCOUNTS
  • Average Account Value
    $242,284
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, MA, NY

Financial Advisors at Jeffrey N. Mehler, Cfp LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey Mehler, financial advisor Essex CT
Jeffrey N. Mehler
CRD#: 2766229
147 Westbrook Road, Essex, CT 06426

Jeffrey Mehler (CRD# 2766229) is an Investment Advisor Representative working at Jeffrey N. Mehler, Cfp LLC in Essex, CT and has over 27 years of experience in the finance industry.

2
John Perkins, financial advisor Leeds MA
John L. Perkins
CRD#: 4634709
38 Mulberry Street, Suite 104, Leeds, MA 01053

John Perkins (CRD# 4634709) is an Investment Advisor Representative working at Jeffrey N. Mehler, Cfp LLC in Leeds, MA and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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